v7 FreeBalance Help

By default, you will be in Search Mode.

1. Click on New icon   (you will then be in Insert Mode).
2. Enter the new Portal User information.  Fields with an asterisk  are mandatory fields.
3. To enter the User, if required, click on the Lookup icon , click on Find icon  to retrieve the User information, then select the User
4. Select the Scope Restriction from the drop-down menu.  

5. To Add Portal User , follow the steps below:

   1. Click on the tab then the Look Up Icon then click on the Find icon  to retrieve the Portal User(s), then select the appropriate Portal User (s) to return to the Portal User Holder Screen.

   2. Click the individual Select Checkbox (es), under to Portal User to select and de-select the Portal User, as required, or click the Select All icon  or Un-select All  icon, to select or de-select all Portal User, if required.

   3. Click the Remove icon  to remove the selected Portal User, if required.

   4. Click on the Save icon  at the bottom to save your new Portal User information.  A window will appear to confirm the new Portal User creation.  Click OK to confirm